Diversified, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Diversified, LLC opened 0 positions, added to 70, reduced 43, sold out of 3 and left 10 unchanged. The largest increase in value was SCHX (+$18,278,706); the largest decrease was SMH (-$2,165,832).
- FDL: Country of operation —; Class SHS; Shares 2024-06-30 19,398; Shares 2024-09-30 19,398.
- SPYD: Country of operation —; Class PRTFLO S&P500 HI; Shares 2024-06-30 8,184; Shares 2024-09-30 8,184.
- FBT: Country of operation —; Class NY ARCA BIOTECH; Shares 2024-06-30 2,410; Shares 2024-09-30 2,410.
- VOE: Country of operation —; Class MCAP VL IDXVIP; Shares 2024-06-30 2,281; Shares 2024-09-30 2,281.
Two Form 13F-HR filings compared (SEC CIK 1841991): 2024-06-30 (filed 2024-07-24) and 2024-09-30 (filed 2024-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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